Marketers must leverage and utilize mobile devices and smart device in the age of mobile devices to engage with their customers. Increasing usability of smartphone has led to the development of a new concept referred to as Mobile CRM. Many businesses have found this feature to be beneficial in maintaining client relationships and providing a better sales management operations and user experience. Sales, marketing and customer service teams are able to access and manage key information in real time from any location.

Modern CRM platforms provide data and collaboration tools to mobile workers, along with customer-facing apps for better relationships with customers. It helps in the management and tracking of client transactions, communications, and interactions with the potential customers. Users of mobile devices are accustomed to push notifications, voice recordings, and easy navigation.

Learn more about- 8 Tips For Making Your CRM More User-Friendly

So, in this blog, let’s explore how Zoho CRM mobile saves your time and increase productivity.

How Zoho CRM mobile can save your time and increase productivity?

Saving time and reprocess

It saves a great deal of time which is one of the main reasons why mobile customer relationship management makes it to the top of the best CRM software list. The Zoho mobile CRM platforms come with mobile app features that allow employees to access data directly from one central location. The combination of mobile apps and CRM also makes it easy for users to update information, schedule client meetings, send emails, etc., with just the click of a button. Mobile customer relationship management offers key features that enable employees to focus on core activities while everything else is handled by the software.

For example- Zoho’s mobile CRM solution saves sales representatives’ time by providing all the necessary contact detail and notes on prospects right on their mobile device.

Zoho CRM for mobile includes features such as geo-tagging, analytics, scheduling, data portability, routing, calendar integration, and more. The moment you have selected the tool of your choice, integrate the software into the necessary devices and train your personnel on how to use it.

Increase sales productivity

With Zoho Mobile CRM, your sales team can be much more efficient. The application will automatically send reminders and notifications to ensure that users do not miss any important action/task.

One of the best features of a Zoho mobile CRM is that your sales rep does not have to remember what happened at each meeting and wait to update his desktop. As soon as team completes an appointment, they can add meeting notes to their mobile app. Using this method, his meeting notes are more accurate and can be viewed by his manager in real-time. It allows you to upload documents instantly, thus speeding up the process and making your customers happy.

According to a recent study by Innoppl Technologies, 65% of salespeople at companies that have adopted a mobile CRM platform reached their sales goals, compared to 22% of reps from companies that were not yet using one. Three times more sales success!

Zoho Mobile CRM automates low-value, repetitive tasks, so you don’t have to spend time and effort entering data manually. Keep track of what you’ve shared with whom and when, and be reminded of customer meetings. All of these things will help you be more productive.

The Ultimate Guide to Zoho CRM Mobile Apps

There are now three Zoho mobile CRM apps available for you, so you can take your business anywhere you need it to go, including trade shows.  In addition to providing easy access to business records, these apps turn your phones or tablets into lead-generating machines at trade shows, generating leads much more quickly than they would normally do.

Mobile CRM apps from Zoho let you take your entire business with you

If a user is at a trade show or just away from their desks, Zoho CRM’s mobile app lets them access it immediately, so they can make quick business and record-keeping decisions, and even collaborate with others.  CRM app is compatible with iPhone, iPad, and Android devices.

The app allows users to send and receive emails and calls directly from the mobile application, and records are updated even when they are not connected to the internet (for example, while in Airplane Mode on a flight); when they reconnect to the internet, the new data is synchronized with Zoho CRM.

Here is a link to Zoho’s mobile CRM.

• Real-time notifications make selling on the go real.

  • Zoho mobile CRM enables you to manage sales quickly and stay in touch with prospects and relevant customers. Approximately 50% of sales reps’ working days are spent selling remotely, says Ken Krogue. This statistic illustrates the importance of mobile CRM.
  • With real-time data, your sales team can find new opportunities and make faster decisions while selling smarter.

• Shortens your sales cycle and increases close rates.

  A sales app doesn’t just make your team’s jobs easier. Additionally, they are able to approach the prospect with more clarity and information, which has a direct effect on their closing rate.

• • Easy access to crucial information

    • Using Zoho CRM mobile app, the salesperson can access information on the go. For better preparation, he can examine the lead’s activity history, his website visits, and previous conversations. Additionally, he can view new leads, tasks assigned to him, overdue appointments, lead stage changes, etc. from his mobile device.
    • By making all the information needed to close a deal readily available, salespeople will not waste valuable time looking for contacts or trying to find notes from a previous conversation.

  • Be responsive to customers quickly and effectively.

    • Zoho Mobile CRM software allows you to track, manage, and respond to customer service cases efficiently.
    • Having access to real-time data from the field allows sales reps to respond faster and nurture relationships.
    • Recent research conducted by sales performance improvement organization Huthwaite indicates that smartphones give sales reps an advantage due to the speed at which they can respond to their customers’ needs.

  • Optimized Route plans

    • Don’t want to waste your time planning sales routes? Use Zoho mobile CRM’s Route IQ features instead. The time saved in going from site to site and planning routes adds real value to sales interactions.
    • With Route IQ, customers’ locations are tracked and analyzed using GPS technology. For salespeople who want to maximize their navigation while on the field, this is particularly helpful. They can also visualize their sales territory and see whether they have a lot of customers in a certain area. Based on location-specific customer behavior, content and offers can be customized.
    • Zoho CRM leads, deals, contacts, accounts, and events can be viewed and filtered on an interactive map.

  • Streamline Operations

    • Mobile CRM platforms enable salespeople to handle all their tasks in one place, thereby making their lives a little bit easier. Remember, a happy employee is always more productive!
    • Having a complete contact list lets you call up records at the touch of a finger.
    • By tracking leads throughout the sales cycle, you can view your sales pipeline, resulting in lower lead loss and higher conversions.
    • Logging phone calls becomes automatic, and data is stored for later review and training.
    • Zoho CRM Analytics mobile app can help your sales team and managers stay on top of everything by providing them with comprehensive performance analytics, deeper insight, dashboards, and reporting tools. This allows them to make informed decisions going forward.  Analyze your KPIs, compare the performance of your sales teams, and turn your sales objectives into attainable goals.
    • Moreover, the mobile platform offers a feature called AI Zia Voice Assistant, a tool that allows you to retrieve CRM data such as records, metrics, charts, and meetings simply by speaking to the device.
  • Simplify with the Zoho mobile card scanner app.
    • This Zoho mobile app retains scanned or photographed information and transfers that to your Zoho CRM.  However, it does keep the map integration functionality of the Zoho mobile CRM app, so users can find their way to prospective customers’ businesses.
    • Using the Zoho mobile Leads app, you can take pictures of your prospects’ business cards or scan their badge QR codes.  Using the app, you can then assign leads to different members of your company or send emails immediately.
    • Zoho apps like Books, Invoice, Contact Manager, Mail, and CRM or other cloud apps like Salesforce and Google Contacts can be used to export contact information.
    • The Business Card Scanner can read business cards in 17 different languages and switch between them instantly.

  

   

  Access the Zoho Card Scanner app here.

  Zoho CRM Mobile App Review:

  

  The Bottom Line

  Few businesses use mobile apps as part of their sales processes. Mobile CRM adoption rates by Forrester Research in 2008 found that 50% of Enterprises and more than 40% of SMBs were piloting, rolling out or currently using smart phone applications for sales force automation.

  Besides providing business owners with easy access to important company information, these apps will allow salespeople to collect and manage prospect information at trade shows, and even scan business cards to relay to Zoho CRM. You can increase your sales operation, business profits, valuable customers, and many more benefits with them.

  FAQs

  Q. Why Mobile CRM is important?

  A. Maintaining and tracking client transactions, communications, and dealings with the enterprise can be accomplished with mobile CRM. Most of the work can be done on handheld devices such as smartphones and tablets thanks to technology. Successful enterprises know how to manage customer relationships.

  Q. What is Cloud Mobile CRM?

  A. The cloud-based CRM tools on smartphones, tablets, and other mobile devices are known as mobile CRM. Through digital platforms, businesses are able to access important data in real time, from anywhere, so they can better manage their relationships with customers and partners.

  Q. What are the advantages of using CRM on mobile devices?

  A. CRM on mobile devices allows employees to work from anywhere. With mobile CRM, organizations no longer have to operate in silos, as all departments are able to access the same data in real-time, from anywhere. As a result, customers can also be assured that they are receiving the best possible service at all times.

  A mobile CRM makes it easier for salespeople to track customers and perform actions like calling or messaging prospects. In addition to improving efficiency and boosting sales, they can follow up with more customers in less time and with less effort.